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Aspiriant logo — A leading independent wealth management firm.

Aspiriant

A leading independent wealth management firm.

Founded 2008 United States Los Angeles, United States 229 employees Venture round Total: $2.81M Financial Services, Wealth Management

General Information

Company Name Aspiriant
Founded Year 2008
Location United States Los Angeles, United States
Employees 229
Industries Financial Services, Wealth Management
Funding Stage Venture round
Social

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About Aspiriant

Aspiriant is a leading independent wealth management firm that is 100% employee owned. Established in 2008, the company aims to bring clarity and peace of mind to its clients. As an independent wealth management firm, Aspiriant has structured its business model to be unique and sustainable, catering to the financial complexity of its clients. The firm offers a comprehensive range of services, including financial planning, investment management, tax management, estate planning, philanthropy, and more. With their focus on creating a personalized client experience, Aspiriant continues to grow alongside its clients, integrating financial planning, investment management, and ongoing execution. Emphasizing long-term partnerships, the company is committed to realizing their clients' vision for their lives. As of 30 September 2018, Aspiriant secured a $2.81M Venture Round investment. Headquartered in the United States, Aspiriant has built a strong reputation in the financial services and wealth management industries. For investors seeking opportunities in the wealth management sector, Aspiriant presents an appealing investment prospect, given its established presence, sustained growth, and dedication to client-centric services. With their demonstrated commitment to innovation and sustainable business practices, Aspiriant stands as a notable player in the wealth management landscape, offering potential for long-term returns and industry impact. For more information, interested parties can visit their website and get in touch with the company directly at https://aspiriant.com/contact/?utm_source=linkedin&utm_medium=banner&utm_campaign=business_page.

Business keywords: Wealth management, Financial planning, Investment management, Tax management, Estate planning, Philanthropy, Independent firm, Employee-owned, Clarity, Peace of mind, Expert team, National presence, Client-focused, Holistic financial services

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $2.81M -
30 Sep 2018

Aspiriant Alternatives & Competitors

View All Alternatives
Aspiriant vs
Capital Fiduciary Advisors, L.L.C.
Capital Fiduciary Advisors, L.L.C. United States

Boutique wealth and tax management firm providing peace of mind and strategic planning to our client...

2 employees
Financial Services, Wealth Management
Aspiriant vs
Truepoint Wealth Counsel
Truepoint Wealth Counsel United States

Your money simplified, so you may simply live.

92 employees
Finance, Financial Services
Aspiriant vs
GM Advisory Group
GM Advisory Group United States

Wealth Management

13 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Aspiriant

A leading independent wealth management firm.
Aspiriant was founded in 2008.
Aspiriant is headquartered in Los Angeles, United States.
Aspiriant operates in Financial Services and Wealth Management. Its work centres on Wealth management, Financial planning, Investment management and Tax management.
Aspiriant has approximately 229 employees.
Aspiriant has completed 1 funding round, raising a total of $2.81M. The latest funding stage is Venture round.
Top alternatives and competitors to Aspiriant include Capital Fiduciary Advisors, L.L.C., Truepoint Wealth Counsel, GM Advisory Group, Alteris Financial Group, Ritter Daniher Financial Advisory LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Aspiriant and Capital Fiduciary Advisors, L.L.C. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Aspiriant, https://bouncewatch.com/company/aspiriant, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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